Very few people retire with too much money. A lot of people retire without enough money. When you run across someone who tells you they have enough money to retire and you feel or know that they don’t, you might use the following logic to persuade them to see you. This argument is especially compelling when inflation is an issue.

This is not only a great prospecting idea; it is an experience that you will carry in your heart for the rest of our life.

If you can't change the product, change the delivery method. Use creative methods to show your clients that your service goes beyond just being a Financial Advisor.
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Make your goal the next appointment.
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How do you feel about the idea of doing public seminars?
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Asking your clients for marketing advice.
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Kirk asks: "How do I get referrals to call me back?"
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Is cold calling still an effective way to grow new business?
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Is there a comfortable way to get referrals?
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Doug asks: "How can I get higher net worth clients?"
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Ryan asks: "Can you give me some tips on how to get clients to increase word of mouth on my behalf?"
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